Accelerate Investment Advisors »

iShares S&P 500 Value Index shares owned by Accelerate Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Accelerate Investment Advisors from 13F filings

Historical chart of Accelerate Investment Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Accelerate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Accelerate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 9.6k 206.51
2025-06-30 $1.8M 9.2k 195.43
2025-03-31 $1.6M 8.3k 190.59
2024-12-31 $1.2M 6.3k 190.88
2024-09-30 $946k 4.8k 197.19

More positions owned by Accelerate Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Accelerate Investment Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index